Senior Private Wealth Relationship Manager

Rivkin Private Wealth; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Client-facing role

Training on wealth platforms

RG146 completion support

Collaborative team culture

Job summary

Rivkin Private Wealth is seeking an experienced Relationship Manager to be the single point of contact for a portfolio of private clients. You will coordinate across Rivkin's services, working closely with internal teams and the Head of Private Wealth to ensure every request is handled in a timely, accurate and personal way.

This is a senior client service role, supported by a dedicated admin team, suited to someone with a solid background in financial services client service or administration

Qualifications

• 3–4 years' experience in financial services client service, administration or relationship support.
• Excellent written and verbal communication skills for high-net-worth clients.
• Attention to detail and accuracy with strong organisational skills.
• Proficiency with CRM systems and MS Office; discreet, client-first approach.
• Willingness to complete RG146 if not already compliant.

Responsibilities

• Act as the single point of contact for a portfolio of Private Wealth clients.
• Respond to client enquiries by phone and email promptly and professionally.
• Coordinate client reviews, agendas, packs and follow-up actions.
• Track onboarding, transactions and account changes; ensure timely completion.
• Ensure regulatory obligations, including Privacy and AML/CTF requirements, are met.

Skills

Client relationship management

CRM systems

MS Office

Excellent communication

Attention to detail

Organisational skills

Discretion and professionalism

Education

RG146 compliant

Tools

MS Outlook

MS Word

MS Excel

CRM software

Job description

Rivkin Private Wealth is seeking an experienced Relationship Manager to be the single point of contact for a portfolio of private clients. You will coordinate across Rivkin's services, working closely with internal teams and the Head of Private Wealth to ensure every request is handled in a timely, accurate and personal way.

This is a senior client service role, supported by a dedicated admin team, suited to someone with a solid background in financial services client service or administration